The Financial & Risk business of Thomson Reuters is now Refinitiv

All names and marks owned by Thomson Reuters, including "Thomson", "Reuters" and the Kinesis logo are used under license from Thomson Reuters and its affiliated companies.

April 18, 2018

Thomson Reuters Lipper U.S. Mutual Funds & ETPs Q1 2018 Snapshot

by Tom Roseen.

In this issue of Lipper’s U.S. Mutual Funds and Exchange-Traded Products Snapshot, we feature a summary of total net assets, estimated net flows, new fund creations, and fund liquidations for conventional funds and ETPs for Q1 2018, comparing the changes to those of prior quarters and highlighting the largest individual gainers and losers of both groups. The Snapshot provides readers a powerful, easy-to-use guide and quick-reference tool to help them discern fund trends during the quarter.


  • Total net assets (TNA) for the conventional funds business declined 0.19% for Q1, falling $34.6 billion from Q4 2017 to $18.6 trillion for Q1 2018.
  • TNA for U.S. exchange-traded products (ETPs) rose 0.31% from $3.437 trillion for Q4 2017 to a little over $3.448 trillion for Q1.
  • For Q1 actively managed funds, excluding money market funds, handed back a net $8.6 billion, while their passively managed counterparts took in $106.9 billion.
  • Developed international market funds witnessed the largest absolute increase in TNAs (+$27.4 billion) for the quarter of all the conventional fund macro-groups in the universe.
  • Emerging markets ETPs experienced the largest absolute growth in TNA, rising $17.0 billion for the quarter, of all the ETP macro-groups in the universe.

Click here or on the Download Full Report link in the upper right hand column of this page to download the entire FundIndustry Insight Report: Lipper U.S. Mutual Funds & ETPs Q1 2018 Snapshot.

Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.

Get In Touch


Related Reports

Using the Lipper Leaders scoring system to analyse the best-performing funds in the IA ...

In this issue of Refinitiv Lipper’s U.S. Mutual Funds & Exchange-Traded ...

On April 19, the Investment Association opened its doors to ETFs. Some 531 ETFs have been ...

You may not be going abroad any time soon, but your equity allocation is   The ...

We have updated our Privacy Statement. Before you continue, please read our new Privacy Statement and familiarize yourself with the terms.×